Working with large professional services customers

Mo Khalifa, AI Workforce Specialist at Microsoft, discusses enterprise AI adoption, agent workflows, and Microsoft Copilot strategies with the Big Four professional services firms.

• Personal productivity with Copilot: morning briefings, email summaries, and building the habit of AI-first workflows

• Creating custom agents with Copilot Studio to manage customer information and support team productivity

• WorkIQ and organisational memory: personalising Copilot with company-specific terminology, abbreviations, and context

• The evolution from individual agents to agentic conversations where agents collaborate to complete business processes

• Data sovereignty, compliance, and the EU data boundary—how Microsoft is addressing enterprise concerns around AI data processing

• Adoption strategies: the 28-day habit formation, starting with Microsoft Teams meeting recaps, and making prompts relevant to specific roles

• Data classification with Purview as the foundation for safe Copilot deployment and avoiding oversharing concerns

Thanks to AVI-SPL, this episode's sponsor, for their continued support of Empowering.Cloud